roll-up summary fields calculate values from a set of related records, such as those in a related list

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9 views

Can a Value of an object filter be edited by apex code?

I have a Roll-up summary field on an object, it has a filter by year number. I want instead of manually change that number, create a batchable that i can execute to change this value. Is that ...
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0answers
27 views

Design Advise Needed for Lookup Roll Up Summary Without a Trigger

I have a custom object called Sales Leaders which contains a field called total AGP (Allocated Gross Profit). This needs to be the sum of all Sales Leader AGP values on the Opportunity. It's not ...
2
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1answer
32 views

Formula field on the Account Page

I'm looking to create a formula field on the Accounts Page. I'm not sure how to go about setting this up. It needs to calculate the Account's lead conversion rate for that Account, which would take in ...
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0answers
15 views

Rollup-Summary: wrong values due to delayed update

We are creating ~20.000 parent objects with ~500.000 child objects with an apex batch process. Those records are then taken and further processed in a second batch. The parent objects do contain ...
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1answer
36 views

Having trouble with a roll-up summary field that is trying to use a formula(date) child field

What I want to happen: Each opportunity has a custom formula field, with a return type Date, called "CASL Implied Consent Expiry date". If the OPP is Stage=Closed LOST, the Expiry date will be the ...
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1answer
45 views

Rollup via Lookup Issue

I put together a trigger that will perform a rollup summary (SUM) on a record that is associated via lookup. The trigger works perfectly if I want to include all the lookup records in the calculation. ...
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0answers
18 views

Unable to change the target field of a managed rollup summary. What's the reason behind that?

I just found out that I reference the wrong field in my SUM Rollup Summary field. It is managed and was already released. And it seems I cannot change this anymore. 1) Why is this not allowed while ...
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2answers
57 views

Need Help on Roll up Summary Fields

I have two objects Test Plan ( Master ) and Test Plan Script ( Detail). Test Plan has 2 roll up summary fields - "Scripts passed" and "Scripts failed" where summary type = count and filter condition ...
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1answer
40 views

How to create Rollup summary between standard and custom objects where the detail object displays the total amount of opportunities.

I have two objects 'Opportunity' and 'Project'. I want to create a Roll-up summary where the sum of all opportunities raised to a particular project can be displayed in that Project object. The ...
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1answer
45 views

Updating master record with contents of detail record

I have a master detail relationship between accounts and a custom object, memberships. The membership object contains fields for start date, end date, membership package (picklist) and subscription ...
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2answers
55 views

Rollup Opportunity fields on Custom object

I have custom object that is between Account and Opportunity. I need it to roll up some of the field from the opportunity, but I can't because the opportunity cannot have another master, and rollups ...
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0answers
8 views

Split Revenue Salesforce

Is it possible that Given an estimated Revenue for an Account based on the Start and and End Date, Revenue can be split monthly. For example, if an Account X will generate 10,000 and started on April ...
1
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1answer
25 views

I need to create a field on the Accounts object of projections this quarter from opportunities with multiple invoice dates

My company's opportunities have custom fields on opportunities with up to 5 different invoice dates/amounts. I would like to create a field on the accounts object that will sum any of the amounts ...
7
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1answer
96 views

Rollup Summary Fields with multi currency are not working on Salesforce1

I have a Master-Detail relationship between two custom objects. A rollup summary field sums up a currency field on all detail objects with an specific record type. The Rollup summary field is ...
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0answers
43 views

Rollup summary field: Describe precision

I have a rollup summary field field1 that calculate a SUM of a number field childfield (in a detail object and having 1 as length) Is that normal that when i describe field1 i get the value 1 in ...
0
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0answers
78 views

Getting count of no. of related list records in a Master object without duplicates

I have two objects. Pipeline (Master) and Resource (Detail). I have to take the count of records in the related List of Pipeline object without any duplicate records. That means if there are 2 ...
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4answers
86 views

Add rollup Field on Account

I have two object one is "Account"(Parent) and second one is "Information"(Child). in that "Information" object have two field "balance" and "duedate" now at account level i want the total of all ...
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3answers
57 views

Can interdependent Rollups, Formulas and Triggers cause hard to reproduce bugs?

Let me try to ask this with out explaining my overly complicated case in detail. I have custom objects that heavily use formulas, rollup summaries and triggers. For the last days I am chasing hard to ...
0
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1answer
37 views

Roll up summary with Contact specific

I have a custom object Test__c with a formula field "Marks__c" and master detail relationship on Contact. I need to create a field on Contact which should give me sum of 'Marks__c field but should be ...
2
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1answer
34 views

Slow delete operation via integration

Integration Process taking much longer than normal. We have an integration process which deletes a few hundred thousand records in salesforce per day. Since last few days the process has got too much ...
1
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1answer
51 views

Opportunity Amount field rollup lifecycle

I recently experienced odd behavior where a trigger depending on the the Opportunity.amount field was not picking up the correct values from the amount field even though the context was after update. ...
3
votes
2answers
114 views

Can you force a recalc of fields via Apex?

Is there a way via code to do what this button does?
1
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1answer
79 views

Roll-up Summary fields not Recalc on import

We use DBAmp to import records from another system. Everything works fine except for when creating a new record. The record does not roll-up via the summary field on it's parent. Any ideas or other ...
1
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1answer
60 views

How to create a summary field on Opportunity to sum records on custom child object

Invoice line items are pushed against opportunities and I am trying to sum the total. I have tried a rollup summary field, which will not work due to relationship Has anyone done anything similar ...
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1answer
94 views

How do we calculate the average value of a field in a lookup relationship?

We have a lookup relationship between a meter (parent) and an index (child). We would like to calculate the average of all indexes, and then validate if the entered value of the index is not greater ...
2
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0answers
87 views

Negative COUNT Roll-up Summary Field

I have a declarative COUNT roll-up summary field that is returning Negative values after upsert operations. The roll-up summary COUNTS all fields where Checkbox = TRUE The roll-up summary's child ...
2
votes
1answer
91 views

Summarizing a joined report by an uncommon field

I am working on a joined report in which I want to summarize by a field that is available to one report block only. I have two blocks, i.e. two reports that I join. Help appreciated.
5
votes
1answer
962 views

Rollup summary of currency field using Apex Trigger

I have written an Apex Trigger to perform the rollup summary(sum ) operation..In the image "Total order Item value" field will be populated using trigger. And "Total Order Items" populates the value ...
2
votes
1answer
269 views

rollup fields on the object workaround

I know there is a limitation on how many rollup fields you can have on each object. And with the help of salesforce it is possible to increase the limitation. We have gone through the security ...
0
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0answers
182 views

Parent record trigger creating a child record and causes recursion

Let me explain the situation. We want to be able to create child records based on workflows attached to a parent object. This works fine, I have a before update trigger that creates the child record ...
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2answers
31 views

How to divide Oppo RSF field on Oppo Products into equal amounts based on # of Oppo Products

In opportunity line item/product we have custom field called break up fee ...which will filled if the opportunity is closed lost. In oppy we have a roll up field will calculate the sum of all break ...
4
votes
2answers
499 views

Date filter in child record while creating roll up summary field

Is there any way that we can put the date filter on child record (like created in last one year) while creating roll-up summary field? I want to count only those child records which are created within ...
3
votes
2answers
3k views

How to write a rollup summary trigger for a lookup relationship

Is there anyway to update a rollup summary field with lookup relation ship for a custom object. How can we achieve this using triggers ?
1
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1answer
210 views

How to avoid Parent Validation Rule Triggered by Child Record CRUD - RSF

I've got a validation rule on few fields on Account. I already escaped few roll-up summary fields by using not(ischanged(field__c)), but team just noticed that attaching record will trigger the ...
1
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1answer
89 views

Need a trigger that will return(rolls up) minimum value from child records to Parent Record

I have two standard objects Quote QuoteLineItem Each Quote may have one/more QuoteLineItems or maynot have any QuoteLineItems. Quote and QuoteLineItem are related with Master Detail Relationship. ...
6
votes
1answer
246 views

Roll up Count of booleans

Is it possible to use a roll up or formula field to count the number of "true" or "false" values on a boolean field of a detail record? Example: Account <-Master-----Detail-> My_Object__c ...
3
votes
2answers
128 views

Deployment Error “The summarized field in not deterministic”

Question Has anyone gotten the following error when deploying roll-up summary fields and knows how to resolve? objects/My_Object__c.object (My_Object_c.Rollup_c) -- Error: The summarized field ...
5
votes
1answer
531 views

order of execution issue?

I have the following logic implemented: approval process with a field update that set's a datetime on object X to now() trigger listening to a change of this datetime field on after update. That ...
2
votes
3answers
767 views

Rollup Summary Trigger when I change the parent record

Hi this is my trigger for Rollup summary. No problem it is working how i wanted it to be but the problem is when i change the parent name it is not updating the field value in new parent record Kindly ...
2
votes
1answer
297 views

Roll-up summary on Lookup Relationship when multi-currency is enabled

I have one serious problem which i'm finding it difficult to resolve please help out..!!! I have Lookup relationship between Account and Opportunity(Custom Object) and i have enabled multi-currency ...
0
votes
1answer
182 views

How to rollup opportunity count up to top level account?

Use Case I Wanted to roll up opportunity count to the top level account. for e.g account a=2 opps child of account b=4(+2 own opps) child of account c=6(+2 own opps). For this i have created a roll ...
1
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3answers
3k views

Unable to reference a formula field in roll up summary

I have a formula field Broker_value__c on opportunity product which is a currency field. I need a sum of this field for opportunities closed today in my opportunities. I also created a formula field ...
5
votes
1answer
83 views

Looking for declarative approach to updating a field on a child record basd on a value from the parent record

I am racking my brain on the best way to solve for this seemingly easy issue. First let me set the stage a bit: I have custom objects called 'Demand' and 'Release'. Each demand is associated to a ...
1
vote
2answers
792 views

Roll up summary trigger for formula field

I have two object which are in lookup relationship Opportunity_c(Parent) and Recipt_c(child). And i have Due_Amount__c(formula) field in child object i.e Due_Amount__c = Payment_Schedule_c - ...
1
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1answer
63 views

How to do a count of attached opportunites

As above, we have a custom style of Organisation (Adviser) that can be can be linked to opportunities via a lookup function on the opportunity itself. Currently in the adviser org we have a manual ...
1
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0answers
161 views

How to display aggregated value from a custom object into summary roll up field

I have created a Junction-Object between Opportunity and a Custom Object we use. On each of the custom objects, there is a drop-down field of fulfillment. On Opportunity, I need to know, how many ...
1
vote
2answers
398 views

Account Roll up of contacts meeting certian criteria

I need to know at the account level how many contacts under this account match certain criteria. In this case, its whether or not a custom checkbox field is checked. So for instance, if under Acme ...
0
votes
1answer
171 views

How to count total occurence of checked field?

I have a checkbox field called Has_Key__c that checks whether an employee has a key to the building or not. I want to make a sum of all checked Has_Key__c and compare it with a total number of ...
1
vote
2answers
397 views

Campaigns and Person Accounts - Rollup

I have searched Google; searched AppExchange; asked the two people in my office who would remotely have a clue - no go. We need to basically create ROLLUP SUMMARY FIELDS on the Campaign object... ...
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vote
1answer
323 views

Counting distinct Accounts in a parent/child relationship

I'm trying to do a Coverage report which will filter through to a dashboard, where I look to see how many accounts for a user have had a record linked to them in a custom object. I want to have a %age ...